ADVISER MOVES

Gerta Likrama's Morgan Stanley affiliation was added; 2,362 affiliation changes

Gerta Likrama's registration listed an added Morgan Stanley affiliation in an observation on October 31. Across October 30–November 1, the count was 2,362 affiliation changes—not verified job moves.

By Daniel Mercer··1 min read

Gerta Likrama's registration observation on October 31 listed an added affiliation with Morgan Stanley, with a Naples, Florida, branch location. Added, updated and removed entries count registration affiliation records; they do not establish hiring, departure or a change in employment.

Across October 30 through November 1, the complete roster counted 2,362 affiliation changes. The total covers affiliation records, not verified adviser job moves.

The total comprised 542 added, 1,657 updated and 163 removed affiliation records. For example, a registration observation for Stephen Calabrese on October 31 no longer listed his affiliation with Wells Fargo Advisors Financial Network, LLC. That observation does not establish that he left the firm or show his current employment status.

Adviser affiliation records

The appendix lists all 2,362 affiliation records from 10/30/2026 through 11/01/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 1451–1475 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Manning Weiss828502810/31/2026added
Manny R. Borras712099210/30/2026updated
Manuel R. F. Ymaz712416510/30/2026updated
Marc A. Wheeler567248210/30/2026updated
Marcel Venere714595410/31/2026updated
Marcela Ruppert617306410/30/2026updated
Marcela Ruppert617306410/31/2026updated
Marco C. D. Freitas567871210/30/2026added
Marcos E. Colon652681610/31/2026updated
Marcus A. Taylor690720610/30/2026updated
Marcus F. Aiello420761710/30/2026updated
Margot Lane805152810/31/2026updated
Maria D. C. Santos767488810/31/2026updated
Maria T. Russell611240110/30/2026updated
Marian M. Deering325437110/30/2026removed
Mariana Campbell437309810/30/2026updated
Marianne Frega762902210/31/2026updated
Maricel R. Betz317397210/31/2026updated
Marie Donner594552110/31/2026updated
Marina M. McCoy796547410/31/2026updated
Mario A. Hernandez440938210/30/2026updated
Marissa D'Ambrosio819401610/30/2026added
Mark A. H. Benz572277710/31/2026updated
Mark A. Klein632687510/30/2026removed
Mark B. Ashford299472210/31/2026updated

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